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Michael T Hogan

Momentum Independent Network Inc.

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About Michael T Hogan

Michael T Hogan is an investment advisor representative registered with Momentum Independent Network Inc. Michael has been in the securities industry since March 8, 1996. Michael is registered in 9 states as an Investment Advisor and 27 states as a Broker-Dealer. Michael has worked at four previous firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, Josephthal & Co., Inc. and Olde Discount Corporation. Michael has passed the Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and SIE exams.

Firm Information

Michael Hogan is currently registered with Momentum Independent Network Inc.. Momentum Independent Network Inc. is a Corporation registered with the SEC and in 52 states. Founded in 1983, the firm provides financial planning, educational seminars, and publication of periodicals in addition to portfolio management for individuals. Momentum Independent Network Inc. has 139 investment adviser representatives and 76 licensed agents, and manages approximately $1,117,141,327 in assets. The firm participates in wrap fee programs and has disclosed 10 regulatory events and 3 arbitration actions.
Momentum Independent Network Inc.

717 N. HARWOOD STREET

DALLAS, TX 75201

$1.12B

Assets Under Management

10

Total Clients

149

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1 fees

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Michael Hogan’s Registration & Firm History

TX

01/04/2023 - Present

Momentum Independent Network Inc. (Kyle TX)

TX

11/23/2011 - 05/01/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)

CA

09/17/1998 - 12/23/2009

FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)

NY

12/17/1996 - 08/28/1998

JOSEPHTHAL & CO., INC. (NEW YORK NY)

MI

03/23/1994 - 12/23/1996

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 11/05/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/31/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael T Hogan. Review regulatory record here.
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